LRI Investments’s Beacon Financial Corp BBT Stock Holding History

LRI Investments’s Portfolio BBT Stock Details BBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.4K	Hold	605	–	–	﹤0.01%	788
2026 Q1	$18.1K	Buy	605 +45	+8%	+$1.31K	﹤0.01%	720
2025 Q4	$14.8K	Hold	560	–	–	﹤0.01%	773
2025 Q3	$13.3K	Buy	560 +302	+117%	+$7.75K	﹤0.01%	806
2025 Q2	$6.46K	Buy	258 +121	+88%	+$3.01K	﹤0.01%	944
2025 Q1	$3.57K	Buy	+137	New	+$3.83K	﹤0.01%	1016

Other funds holding BBT

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Clark Financial Services Group Chesterfield, Missouri $212M AUM 39.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return